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Investment associate vs analyst

The differences between investment associates and analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an investment associate and an analyst. Additionally, an investment associate has an average salary of $127,205, which is higher than the $73,007 average annual salary of an analyst.

The top three skills for an investment associate include powerpoint, customer service and client service. The most important skills for an analyst are customer service, troubleshoot, and data analysis.

Investment associate vs analyst overview

Investment AssociateAnalyst
Yearly salary$127,205$73,007
Hourly rate$61.16$35.10
Growth rate9%11%
Number of jobs39,012253,138
Job satisfaction--
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 67%
Average age4044
Years of experience44

What does an investment associate do?

An investment associate's primary role is to review a company's financial data, recommend investment strategies, oversee the distribution of stocks, and calculate possible risks for business mergers. They also serve as a mediator during agreements between companies during takeovers, monitors stock inventory, sell stocks, and details all financial transactions. In the course of these responsibilities, an investment associate provides administrative support and timely response to client requests as needed, acting as an additional point of communication for clients.

What does an analyst do?

Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes. They also research industry trends and data to make sound inferences and recommendations on what the company should do to improve their numbers. Analysts recommend business solutions and often help the organization roll out these solutions. They ensure that the proposed action plans are effective and produce the desired results.

Investment associate vs analyst salary

Investment associates and analysts have different pay scales, as shown below.

Investment AssociateAnalyst
Average salary$127,205$73,007
Salary rangeBetween $72,000 And $222,000Between $53,000 And $99,000
Highest paying CitySan Francisco, CAJersey City, NJ
Highest paying stateCaliforniaNew Jersey
Best paying companyBrookfield PropertiesThe Citadel
Best paying industryTechnologyTechnology

Differences between investment associate and analyst education

There are a few differences between an investment associate and an analyst in terms of educational background:

Investment AssociateAnalyst
Most common degreeBachelor's Degree, 79%Bachelor's Degree, 67%
Most common majorFinanceBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Investment associate vs analyst demographics

Here are the differences between investment associates' and analysts' demographics:

Investment AssociateAnalyst
Average age4044
Gender ratioMale, 60.2% Female, 39.8%Male, 52.4% Female, 47.6%
Race ratioBlack or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%Black or African American, 7.4% Unknown, 4.4% Hispanic or Latino, 8.5% Asian, 14.3% White, 65.2% American Indian and Alaska Native, 0.2%
LGBT Percentage7%12%

Differences between investment associate and analyst duties and responsibilities

Investment associate example responsibilities.

  • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
  • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
  • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
  • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  • Calculate the company's EBITDA base on the financial figures provide.
  • Engage in successful defense takeover tracking client s shares, DCF model and report directly to CEO.
  • Show more

Analyst example responsibilities.

  • Manage support incidents and mitigate customer issues meeting or exceeding establish SLA's.
  • Manage database including all ETL procedures, optimize SQL query to build an online sales platform.
  • Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
  • Provide hands-on technical support and managing custom software, windows base systems, networking solutions, and database systems.
  • Initiate and lead quality improvement projects to address KPIs such as production, error rate, and turnaround time.
  • Help develop and handle both on and offsite SEO solutions as well as managing local campaigns and international SEO efforts.
  • Show more

Investment associate vs analyst skills

Common investment associate skills
  • PowerPoint, 9%
  • Customer Service, 9%
  • Client Service, 5%
  • Due Diligence, 5%
  • Securities, 5%
  • Client Relationships, 4%
Common analyst skills
  • Customer Service, 13%
  • Troubleshoot, 6%
  • Data Analysis, 6%
  • Management System, 5%
  • Project Management, 5%
  • Strong Analytical, 4%

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